Description
Company Overview
Zenith is a Registered Investment Advisor based out of Scottsdale, AZ. Our mission is to exceed each of our client’s financial goals and objectives by making the best decisions on their behalf so they can live confidently and enjoy their wealth throughout all phases of their lives. We assist High-Net Worth individuals as well as institutions in delivering portfolio management solutions as well as comprehensive financial planning. We provide our services in a fee-based environment striving to stay true to the fiduciary standard in the industry. In parallel to our wealth management branch, we also run a hedge fund.
The Portfolio Analyst position involves managing accounts for Zenith’s wealth management and hedge fund team. They are responsible for management of the intended strategy, all trading, distribution requests, tax harvesting reviews, opportunistic rebalancing and cash investment needs. A successful portfolio analyst will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below.
Job Duties
- Responsible for all trades, distribution requests, and management to the strategy needed.
- Set-up new client accounts in portfolio management software and implement strategy.
- Manage the accounts by reviewing:
- Correct strategy per account (monthly)
- Accurate cash allocation (weekly)
- Cash generation and distribution needs (ongoing) o Tax harvesting (ongoing)
- Opportunistic rebalancing (ongoing)
- Perform manual reviews for trading opportunities & document portfolio comments in CRM.
- Weekly Investment Committee and hedge fund reports
- Create detailed recommendation reports as requested.
- Create Annual Review reports per wealth managers’ request.
- Perform weekly reviews for available cash to invest from weekly deposit reports.
- Perform weekly reviews of risk issues as assigned.
- Perform weekly reviews for any NSF issues.
- Implement changes to iRebal (trading software) strategies for implementation review.
- Review iRebal positions that are exempt to confirm accuracy before placing trades.
- Communicate with clients and advisors to explain trades and answer questions regarding investment philosophy.
- Prepare and send performance reports per client/advisor request.
- Develop recommendations for outside accounts to support advisors.
Requirements
Requirements
- Mutual fund, equity or bond trading experience
- Strong organizational and multi-tasking ability
- Effective communication
- Process improvement and optimization expertise
- Bachelor’s degree
- 5+ years of work experience
- CFA candidate level III or CFA charterholders
- Skills:
- High attention to detail and outstanding organizational skills.
- Being coachable, collaborative, passionate and curious.
- Devoted to delivering a superior customer experience when engaging with clients.
- Motivated by results and being creative in finding new alternatives to challenges.
- Taking initiative to meet and exceed goals and responsibilities.
- A solid understanding of general markets to develop and contribute to overall investment direction of all client accounts.
